Senior Trust Officer

🔥 5 minutes ago

🦀 Maryland, Virginia – Remote

🦀 Maryland – Remote ⚔️ Virginia – Remote

💵 $110.1k - $187.2k / year

⏰ Full Time

🟠 Senior

👻 Ghost score 0%

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Bank of Clarke

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1881

🏗️ Construction

📦 Logistics

🏥 Healthcare

Construction • Logistics • Healthcare

Bank of Clarke is a community bank headquartered in Berryville, Virginia that offers retail and commercial banking services to individuals and businesses. It provides checking and savings accounts, consumer and mortgage lending, home equity products, business and commercial lending (including real estate, construction and government contractor loans), cash management, merchant services, equipment leasing, and wealth management. The bank also offers online and mobile banking, fraud education and customer support.

📋 Description

• Administer fiduciary accounts as directed by governing documents • Tend to the daily needs and demands of trust and investment clients and beneficiaries • Manage tax impacts of investment activities • Prepare distribution requests • Maintain and apply basic knowledge of income tax and wealth transfer tax systems • Prepare for and participate in Trust Committee meetings • Work with account owners, beneficiaries, and other clients • Perform annual regulatory reviews • Open and close accounts • Prepare requests for investment transfers or trades • Prepare and submit court accountings as required • Work directly with investment advisors to carry out investment objectives • Attend client calls and meetings • Interface with securities operations and investment personnel • Coordinate bill payment • Prepare system reports of financial information • Assist with regulatory audits • Calculate and collect management fees following approved fee schedules • Support the Northern Virginia, Maryland, and Washington, D.C. market

🎯 Requirements

• 10+ years of experience in the administration of personal trusts • Minimum bachelor’s degree; JD and/or CTFA preferred • Superior verbal and written communication skills • Accuracy and transparency • Proficiency with trust accounting principles • Careful reading skills • Strong attention to detail while maintaining timeliness and efficiency • Adherence to policies, procedures, and regulations • High degree of privacy and confidentiality • Willingness to work in a team environment with a helpful attitude • Availability after normal working hours • Business travel may be necessary to meet with vendors and attend training opportunities • Occasional hours beyond standard scheduling may be required to meet critical deadlines

🏖️ Benefits

• Medical insurance • Life insurance • Dental insurance • Vision insurance • Generous paid time off • Support for associates and their families • Diverse and driven work environment • Philanthropic, cultural, and artistic initiatives and organizations • Great Place to Work Certified through June 2025 • Top Virginia Employer for Interns award recipient (2023, 2024, 2025, 2026) • Business travel to attend training opportunities